Sunbeam Capital Management, LLC has disclosed its latest holdings in a 13F filing, revealing a total value of $218 million as of September 30, 2026. This report is significant as it provides insights into the firm’s investment strategy and the companies it has chosen to back during this period.

Sunbeam Capital Management, based in Atlanta, Georgia, is classified as an asset management firm. The company is known for its strategic investments in a diverse range of sectors. The recent filing, dated November 5, 2026, is part of its ongoing regulatory obligations to report its holdings to the SEC.

The filing details that Sunbeam Capital has made investments in several high-profile companies, including Amazon, Microsoft, and Johnson & Johnson. Notably, the firm holds 9,499 shares of Amazon, valued at approximately $2.37 million, and 10,757 shares of Microsoft, valued at around $5.52 million. Other significant investments include holdings in Procter & Gamble, Coca-Cola, and Vanguard Index Funds.

Sunbeam’s total reported holdings include 120 different securities, reflecting a diverse investment strategy aimed at capitalizing on various market opportunities. The firm has shown a preference for large-cap stocks, with substantial investments in technology and consumer goods.

The filing indicates that Sunbeam Capital operates with sole investment discretion over its holdings, meaning it has full control over the investment decisions for the reported securities. This level of discretion allows the firm to react swiftly to market changes and optimize its portfolio accordingly.

This update may impact various stakeholders, including investors, analysts, and competitors within the asset management industry. As firms like Sunbeam disclose their investment strategies, it provides valuable insights into market trends and potential shifts in investor sentiment.

Looking ahead, it remains to be seen how Sunbeam Capital Management will adjust its portfolio in response to changing market conditions. The filing does not specify any upcoming actions or additional disclosures, but the firm is expected to continue monitoring its investments closely.